Bilingual Associate - Corporate Cards; Virtual
Listed on 2026-06-16
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Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Bilingual, Banking & Finance, Bank Customer Service
Job Overview
Work from home – Fully virtual, including training.
Language PreferencesStrong verbal and written language skills in both French and English.
Schedule and AvailabilityFull time position – Associates are scheduled for 37.5 hours per week. Availability Monday to Sunday 7 AM – 11 PM EST.
Role DescriptionProvides corporate card sales and service to BMO customers or prospects. Advises customers on corporate card strategies and products (including credit cards) that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.
Responsibilities- Identifies opportunities to make qualified referrals to other groups within the CCC.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- May provide training and coaching to junior associates as needed.
- Handles customer inquiries in an informed, professional, and efficient manner.
- Probes to understand customer needs and provides advice related to personal banking and credit card strategies that meet their objectives.
- Manages all transactional outcomes of customer calls or defers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to the CCAM/CCM as required.
- Performs any required documentation after completed calls to ensure customer’s requests are accurately processed.
- Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner.
- Integrates marketing promotions and programs into customer conversations where appropriate.
- Maintains confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- Completes complex and diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
- Typically between 2–3 years of relevant experience and post‑secondary degree in a related field of study desirable or an equivalent combination of education and experience.
- Knowledge of BMO credit card products.
- Knowledge of competitive marketplace and trends in product offerings.
- Specialized knowledge.
- Verbal & written communication skills – Good.
- Organization skills – Good.
- Collaboration & team skills – Good.
- Analytical and problem‑solving skills – Good.
$38,500.00 – $71,000.00 (Salaried). Salaries will vary based on factors such as location, skills, experience, education, and qualifications. May include a commission structure. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. Part‑time roles will be pro‑rated based on the number of hours regularly worked.
BenefitsHealth insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
EEO & AccessibilityBMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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